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Amf Tjanstepension Ab Top Holdings and 13F Report (2026)

About Amf Tjanstepension Ab

Investment Activity

  • Amf Tjanstepension Ab has $16.88 billion in total holdings as of June 30, 2026.
  • Amf Tjanstepension Ab owns shares of 121 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
  • Approximately 3.67% of the portfolio was purchased this quarter.
  • About 3.55% of the portfolio was sold this quarter.
  • This quarter, Amf Tjanstepension Ab has purchased 117 new stocks and bought additional shares in 15 stocks.
  • Amf Tjanstepension Ab sold shares of 20 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

NVIDIA
$1,595,654,321
Microsoft
$1,054,082,900
Apple
$942,981,125
Alphabet
$874,763,107

Largest New Holdings this Quarter

595112103 - Micron Technology
$292,381,657 Holding
17275R102 - Cisco Systems
$98,564,562 Holding
573874104 - Marvell Technology
$5,797,833 Holding
19247G107 - Coherent
$2,170,768 Holding
N97284108 - Yandex
$1,860,005 Holding

Largest Purchases this Quarter

Micron Technology
253,300 shares (about $292.38M)
KLA
610,906 shares (about $184.32M)
Cisco Systems
839,133 shares (about $98.56M)
Marvell Technology
19,463 shares (about $5.80M)
Advanced Micro Devices
8,268 shares (about $4.80M)

Largest Sales this Quarter

Western Digital
523,063 shares (about $334.09M)
Prologis
707,675 shares (about $95.87M)
NVIDIA
218,157 shares (about $43.65M)
Taiwan Semiconductor Manufacturing
77,544 shares (about $37.03M)
Valero Energy
56,228 shares (about $14.64M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAmf Tjanstepension Ab

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,595,654,321$43,651,034 â–¼-2.7%7,974,6839.5%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$1,054,082,900$752,381 â–¼-0.1%2,825,8086.2%Technology
Apple Inc. stock logo
AAPL
Apple
$942,981,1250.0%3,258,8515.6%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$874,763,107$1,700,577 â–²0.2%2,475,7685.2%Communication Services
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$742,713,999$37,032,688 â–¼-4.7%1,555,1944.4%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$587,789,103$3,054,804 â–¼-0.5%2,466,1793.5%Consumer Discretionary
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$573,419,896$1,079,487 â–²0.2%478,0773.4%Healthcare
Bank of America Corporation stock logo
BAC
Bank of America
$544,878,0310.0%9,562,6193.2%Finance
Western Digital Corporation stock logo
WDC
Western Digital
$543,452,996$334,090,799 â–¼-38.1%850,8473.2%Technology
Visa Inc. stock logo
V
Visa
$488,233,8810.0%1,423,0492.9%Finance
LINDE PLC
$462,339,214$9,094,942 â–¼-1.9%890,9302.7%SHS
Prologis, Inc. stock logo
PLD
Prologis
$420,105,611$95,868,732 â–¼-18.6%3,101,0972.5%Real Estate
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$352,754,087$1,828,106 â–¼-0.5%360,6452.1%Industrials
Broadcom Inc. stock logo
AVGO
Broadcom
$314,162,209$1,744,449 â–²0.6%831,6671.9%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$300,629,6500.0%841,2281.8%Communication Services
Meta Platforms, Inc. stock logo
META
Meta Platforms
$293,304,540$2,404,122 â–²0.8%520,6991.7%Communication Services
Micron Technology, Inc. stock logo
MU
Micron Technology
$292,381,657$292,381,657 â–²New Holding253,3001.7%Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$279,275,9920.0%853,1941.7%Finance
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$266,188,565$4,372,005 â–¼-1.6%2,162,2011.6%Finance
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$265,010,106$2,724,311 â–¼-1.0%156,1281.6%Consumer Discretionary
CocaCola Company (The) stock logo
KO
CocaCola
$236,500,0070.0%2,910,0531.4%Consumer Staples
Spotify Technology stock logo
SPOT
Spotify Technology
$229,565,0000.0%500,0001.4%Communication Services
Comfort Systems USA, Inc. stock logo
FIX
Comfort Systems USA
$217,201,9010.0%109,5901.3%Industrials
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$207,373,524$4,419,207 â–¼-2.1%2,160,5911.2%Consumer Discretionary
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$206,416,3790.0%412,5111.2%Finance
KLA Corporation stock logo
KLAC
KLA
$203,790,020$184,316,450 â–²946.5%675,4501.2%Technology
GE Aerospace stock logo
GE
GE Aerospace
$164,198,2760.0%439,3501.0%Industrials
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$156,353,218$917,957 â–²0.6%314,7650.9%Healthcare
Citigroup Inc. stock logo
C
Citigroup
$153,921,1500.0%1,099,7510.9%Finance
Eaton Corporation, PLC stock logo
ETN
Eaton
$153,252,3540.0%359,6460.9%Industrials
Rollins, Inc. stock logo
ROL
Rollins
$148,412,497$4,741,330 â–¼-3.1%3,555,6420.9%Industrials
Salesforce Inc. stock logo
CRM
Salesforce
$145,870,199$1,581,326 â–¼-1.1%931,1260.9%Technology
Adobe Inc. stock logo
ADBE
Adobe
$141,268,4160.0%689,0470.8%Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$130,313,002$12,790,796 â–¼-8.9%128,8480.8%Finance
The Progressive Corporation stock logo
PGR
Progressive
$121,474,8020.0%556,0760.7%Finance
GE VERNOVA INC
$109,653,2080.0%93,3330.6%COM
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$107,732,8600.0%2,544,4700.6%Communication Services
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$98,564,562$98,564,562 â–²New Holding839,1330.6%Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$97,993,2890.0%104,7530.6%Consumer Staples
Royal Caribbean Cruises Ltd. stock logo
RCL
Royal Caribbean Cruises
$96,779,9690.0%304,7900.6%Consumer Discretionary
United Rentals, Inc. stock logo
URI
United Rentals
$94,820,627$1,135,156 â–²1.2%83,6980.6%Industrials
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$92,569,651$4,395,191 â–²5.0%579,0670.5%Consumer Discretionary
Elevance Health, Inc. stock logo
ELV
Elevance Health
$92,093,1750.0%238,1330.5%Healthcare
Netflix, Inc. stock logo
NFLX
Netflix
$90,524,9900.0%1,267,8570.5%Communication Services
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$87,958,0910.0%1,002,1430.5%Utilities
McDonald's Corporation stock logo
MCD
McDonald's
$86,326,2020.0%319,3600.5%Consumer Discretionary
Capital One Financial Corporation stock logo
COF
Capital One Financial
$86,141,0120.0%429,3740.5%Finance
Trane Technologies plc stock logo
TT
Trane Technologies
$85,912,2340.0%174,9170.5%Industrials
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$77,993,0010.0%850,7090.5%Consumer Staples
Hewlett Packard Enterprise Company stock logo
HPE
Hewlett Packard Enterprise
$76,684,474$2,974,734 â–¼-3.7%1,699,9440.5%Technology
Morgan Stanley stock logo
MS
Morgan Stanley
$75,378,988$2,503,672 â–²3.4%360,5960.4%Finance
Sprouts Farmers Market, Inc. stock logo
SFM
Sprouts Farmers Market
$72,369,0160.0%855,6280.4%Consumer Staples
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$68,509,3810.0%542,2620.4%Healthcare
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$68,038,6740.0%171,0890.4%Healthcare
Danaher Corporation stock logo
DHR
Danaher
$67,371,0620.0%353,6910.4%Healthcare
AutoZone, Inc. stock logo
AZO
AutoZone
$64,388,6030.0%20,1470.4%Consumer Discretionary
Humana Inc. stock logo
HUM
Humana
$61,961,9510.0%155,9890.4%Healthcare
Newmont Corporation stock logo
NEM
Newmont
$60,688,8920.0%649,7740.4%Materials
SLB Limited stock logo
SLB
SLB
$53,500,227$6,028,265 â–¼-10.1%1,150,7900.3%Energy
Sempra Energy stock logo
SRE
Sempra Energy
$50,641,7250.0%546,2380.3%Utilities
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$50,355,8530.0%129,1540.3%Healthcare
The Allstate Corporation stock logo
ALL
Allstate
$48,332,9900.0%203,1310.3%Finance
Entergy Corporation stock logo
ETR
Entergy
$46,182,2200.0%402,0740.3%Utilities
Cigna Group stock logo
CI
Cigna Group
$45,786,3130.0%166,0850.3%Healthcare
Aflac Incorporated stock logo
AFL
Aflac
$43,517,2200.0%371,1490.3%Finance
MARSH & MCLENNAN COS INC
$42,921,0250.0%257,5210.3%COM
Stryker Corporation stock logo
SYK
Stryker
$40,969,5000.0%130,1280.2%Healthcare
Aon plc stock logo
AON
AON
$40,745,7950.0%122,8430.2%Finance
Cardinal Health, Inc. stock logo
CAH
Cardinal Health
$40,543,8900.0%170,6680.2%Healthcare
Baker Hughes Company stock logo
BKR
Baker Hughes
$40,446,1170.0%729,1530.2%Energy
SHOPIFY INC
$40,058,1120.0%350,8330.2%CL A SUB VTG SHS
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$39,625,136$1,005,455 â–¼-2.5%928,4240.2%Healthcare
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$39,231,7910.0%118,8410.2%Finance
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$38,220,2730.0%470,9250.2%Utilities
Exelon Corporation stock logo
EXC
Exelon
$34,638,2870.0%742,9920.2%Utilities
Cencora, Inc. stock logo
COR
Cencora
$32,782,9500.0%115,8490.2%Healthcare
Consolidated Edison Inc stock logo
ED
Consolidated Edison
$32,619,9190.0%294,8560.2%Utilities
SAP SE stock logo
SAP
SAP
$30,189,3780.0%195,8950.2%Technology
The Hartford Insurance Group, Inc. stock logo
HIG
The Hartford Insurance Group
$26,762,0160.0%201,9470.2%Finance
Ulta Beauty Inc. stock logo
ULTA
Ulta Beauty
$26,719,2120.0%59,2470.2%Consumer Discretionary
APPLOVIN CORP
$23,661,938$1,168,026 â–²5.2%45,9250.1%COM CL A
Oracle Corporation stock logo
ORCL
Oracle
$22,761,8530.0%155,3180.1%Technology
American Water Works Company, Inc. stock logo
AWK
American Water Works
$20,476,7430.0%155,6220.1%Utilities
Willis Towers Watson Public Limited Company stock logo
WTW
Willis Towers Watson Public
$18,250,9440.0%69,8280.1%Finance
Atmos Energy Corporation stock logo
ATO
Atmos Energy
$18,209,6280.0%105,7040.1%Utilities
Eversource Energy stock logo
ES
Eversource Energy
$18,199,9710.0%251,8330.1%Utilities
Valero Energy Corporation stock logo
VLO
Valero Energy
$14,460,931$14,644,020 â–¼-50.3%55,5250.1%Energy
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$14,340,925$4,802,964 â–²50.4%24,6870.1%Technology
ITT Inc. stock logo
ITT
ITT
$8,870,327$2,334,755 â–²35.7%44,8540.1%Industrials
Welltower Inc. stock logo
WELL
Welltower
$8,406,9690.0%37,0400.0%Real Estate
AbbVie Inc. stock logo
ABBV
AbbVie
$7,777,9410.0%30,9090.0%Healthcare
LAM RESEARCH CORP
$7,763,5400.0%17,9160.0%COM NEW
Nextpower Inc. stock logo
NXT
Nextpower
$7,043,1990.0%59,1170.0%Industrials
Levi Strauss & Co. stock logo
LEVI
Levi Strauss & Co.
$6,195,333$1,923,456 â–²45.0%249,5100.0%Consumer Discretionary
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$5,797,833$5,797,833 â–²New Holding19,4630.0%Technology
Woodward, Inc. stock logo
WWD
Woodward
$5,523,488$837,691 â–¼-13.2%12,9830.0%Industrials
Amphenol Corporation stock logo
APH
Amphenol
$5,353,4280.0%30,3620.0%Technology
Nu Holdings Ltd. stock logo
NU
NU
$4,846,233$297,046 â–²6.5%362,7420.0%Finance
CELESTICA INC
$4,213,075$3,208,416 â–²319.4%11,5490.0%COM
Arch Capital Group Ltd. stock logo
ACGL
Arch Capital Group
$4,176,9770.0%43,0350.0%Finance

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